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Jack Patrick Mccaddon

Compound Planning, Inc.

New York, NY

Littleton, CO

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-02
TX RA APPROVED 2026-02-02
  • CO RA
    APPROVED
    Since 2026-02-02
  • TX RA
    APPROVED
    Since 2026-02-02

Branch Locations

115 Broadway 5Th Floor, New York, NY 10006 • United States

Littleton, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Denver CO 05/2015 12/2016
Pruco Securities Englewood CO 12/2016 01/2017
Maia Wealth Denver CO 08/2020 02/2026
Colorado Wealth Group (Mml Investors Services) Denver CO 03/2017 08/2020
Compound Planning, Inc. New York NY 02/2026 Present
  • 05/2015 → 12/2016
    Northwestern Mutual
    Denver, CO
  • 12/2016 → 01/2017
    Pruco Securities
    Englewood, CO
  • 08/2020 → 02/2026
    Maia Wealth
    Denver, CO
  • 03/2017 → 08/2020
    Colorado Wealth Group (Mml Investors Services)
    Denver, CO
  • 02/2026 → Present
    Compound Planning, Inc.
    New York, NY
Previous Registrations
Other Businesses

Licensed insurance agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-03
S63 Uniform Securities Agent State Law Examination 2016-08-09
  • S65 Uniform Investment Adviser Law Examination
    2020-08-03
  • S63 Uniform Securities Agent State Law Examination
    2016-08-09
Other Names
  • Jack Patrick Mccaddon
  • Jack Mccaddon

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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